NFSG
STEM icon

Newbridge Financial Services Group’s Stem STEM Stock Holding History

Newbridge Financial Services Group’s Portfolio STEM Stock Details STEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-96
Closed -$1.68K – 1418
2025
Q3 		$1.68K Buy
96
+27
+39% +$382 ﹤0.01% 1148
2025
Q2 		$430 Buy
+69
New +$619 ﹤0.01% 1248
2024
Q1 		– Sell
-150
Closed -$11.6K – 1289
2023
Q4 		$11.6K Hold
150
– – 0.01% 704
2023
Q3 		$12.7K Buy
150
+75
+100% +$8.56K 0.01% 756
2023
Q2 		$8.58K Sell
75
-152
-67% -$15.1K ﹤0.01% 915
2023
Q1 		$25.8K Hold
227
– – 0.01% 636
2022
Q4 		$40.6K Sell
227
-67
-23% -$16.1K 0.02% 511
2022
Q3 		$78K Buy
294
+28
+11% +$7.16K 0.05% 345
2022
Q2 		$38K Buy
266
+64
+32% +$10.6K 0.02% 471
2022
Q1 		$44K Sell
202
-80
-28% -$18.6K 0.02% 511
2021
Q4 		$107K Buy
282
+257
+1,028% +$111K 0.05% 291
2021
Q3 		$12K Hold
25
– – 0.01% 834
2021
Q2 		$18K Buy
+25
New +$13.6K 0.01% 809

Other funds holding STEM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Newbridge Financial Services Group's STEM Position: Q4 2025 in Review

Newbridge Financial Services Group sold out of Stem (STEM) in Q4 2025, closing a stake of 96 shares — an estimated $1.68K sold.

Newbridge Financial Services Group first reported a position in STEM in Q2 2021 and held it in 13 quarters. The position peaked at $107K in Q4 2021. 86 funds tracked by Wall St. Rank hold STEM as of Q4 2025.

  • Newbridge Financial Services Group reported no remaining Stem position as of Q4 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 96 Stem shares in Q4 2025, an estimated $1.68K.
  • Newbridge Financial Services Group first reported a position in Stem in Q2 2021 and held it in 13 quarters.
  • Newbridge Financial Services Group's Stem position peaked at $107K in Q4 2021.
  • 86 funds tracked by Wall St. Rank held Stem as of Q4 2025.

Based on Newbridge Financial Services Group's 13F filing for Q4 2025, filed 21 Jan 2026.